Oakglen Wealth, the independently owned wealth manager with offices in Jersey and London, announces the appointment of Allan Stewart as Managing Director of the Jersey business.
Allan (pictured) replaces David Baker who has run the Jersey operation since 2016 and will be retiring.
Allan is the Managing Director of Oakglen Wealth (Jersey) Limited and a Director of Oakglen Wealth Limited in the UK. He is also a member of the central Investment Committee. With over two decades of experience in wealth management and private banking, Allan was one for the founding members of Oakglen Wealth in 2016. He has held senior roles at Credit Suisse, HSBC and Santander Private Banking.
Allan is a Chartered Wealth Manager and a Chartered Fellow of the Chartered Institute for Securities & Investments. He advises high-net worth & ultra-high net worth private clients, as well as family offices, charities and trustees.
Jamie Crawford, Group Head of Wealth Management at Oakglen Wealth, and Co-CEO of Oakglen Group said: “We are pleased to announce Allan’s appointment as Managing Director (Jersey). Allan has demonstrated his leadership skills in abundance during his time as a Director and he has our full confidence as he takes on the management of our thriving Jersey business. We thank David for his invaluable contributions and wish him a happy retirement.”
Sir Michael Snyder, Chairman of Oakglen Wealth, also welcomed the appointment: “I am delighted to welcome Allan as Managing Director (Jersey). He brings a wealth of experience and expertise in navigating the ever evolving and increasingly complex landscape of wealth management. I also want to thank David Baker for his dedication and extraordinary work in leading Oakglen Wealth Jersey’s growth and success over the last eight years. He has been an exemplary leader and has demonstrated all the very best qualities of business and people management. David departs with our very best wishes for a fulfilling retirement ahead.”
Allan said: “I am delighted to take up the role as Managing Director in Jersey. I feel privileged to be part of the senior management of a firm which operates with uncompromising integrity and is wholly dedicated to putting our clients’ interests first and providing a truly personalised service.”
